WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.76M
3
+$3.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Top Sells

1
+$2.08M
2
+$2M
3
+$1.51M
4
DSL
DoubleLine Income Solutions Fund
DSL
+$1.18M
5
MCK icon
McKesson
MCK
+$960K

Sector Composition

1 Technology 12.97%
2 Financials 11.26%
3 Healthcare 10.21%
4 Industrials 7.41%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$320K 0.03%
8,481
-1,408
327
$320K 0.03%
11,725
-1,000
328
$314K 0.02%
6,964
+242
329
$314K 0.02%
2,435
+578
330
$312K 0.02%
2,294
-50
331
$308K 0.02%
4,856
332
$308K 0.02%
5,800
-1,150
333
$299K 0.02%
3,210
-90
334
$295K 0.02%
6,580
335
$290K 0.02%
8,125
336
$290K 0.02%
10,073
337
$289K 0.02%
7,515
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338
$289K 0.02%
2,985
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339
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3,195
340
$287K 0.02%
9,540
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341
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7,039
342
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3,548
343
$276K 0.02%
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344
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3,208
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345
$272K 0.02%
5,720
346
$271K 0.02%
2,580
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347
$269K 0.02%
5,409
348
$268K 0.02%
12,365
349
$267K 0.02%
5,520
350
$266K 0.02%
3,835
-60
12 13
14
15 16